Inlet Securities, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New Smyrna Beach, Florida
CRD number
140278
Registered since
September 6, 2006

Firm profile

FINTRX

Overview

Inlet Securities, LLC is organized as a limited liability company and is SEC-registered with an initial registration date listed as 2006. The firm is owned by an individual and is categorized in FINTRX as "Unclassified," with limited public detail about its core advisory business. Recorded attributes show the firm is not identified as a capital allocator, is not active on ESG investing, and is not flagged as a multi-state or newly formed adviser. It is also not listed as a pension consultant or a related adviser. FINTRX entries for Inlet Securities leave several standard disclosure fields empty, including client base, fee structure, business activities, and advisory activities. That paucity of reported information makes it difficult to characterize the firm's service model, compensation approach, or target clients from these records alone.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Jessica Gilday

    FinOpCRD 3010865

  • Francis Gilday

    RepresentativeCRD 2198718

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New Smyrna Beach, FL

Volusia

Location

New Smyrna Beach, FL

Headquartered in New Smyrna Beach, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
Volusia
Address
122 Faulkner St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth